Home | Kasasa Exchange

Episode 4: What's next

Times have changed, and things will never go back. This is especially true in the world of banking. For community banks and credit unions, there's never been a more crucial time to adapt. We're listening to experts and gathering information to help determine what's coming next, and how we as an industry can pivot and succeed. This is an opportunity to innovate, to grow, and prepare for the future. Consumers are changing and they're expecting their institution to change with it. Let’s talk about what this new world look like, and how can we be an integral part of it.

SLIDESHARE

How to pivot

How to pivot

Not everyone is struggling in 2020. Here are 5 businesses that figured out how to grow and increase revenue even in a pandemic, to inspire your next big step.

Not everyone is struggling in 2020. Here are 5 businesses that figured out how to grow and increase revenue even in a pandemic, to inspire your next big step.<...

VIDEO

Consumers' new norma...

Consumers' new normal

Consumer behavior expert Tiffani Bova, Salesforce’s Global Growth Evangelist, and Kasasa CMO Keith Brannan discuss the implications of new consumer behavior.

Consumer behavior expert Tiffani Bova, Salesforce’s Global Growth Evangelist, and Kasasa CMO Keith Brannan discuss the implications of new consumer behavior.

SLIDESHARE

5 loan challenges

5 loan challenges

NEW

In the current market, building your loans portfolio is more challenging than ever. Here are some things to consider, and how you can address them to bring in more loans.

In the current market, building your loans portfolio is more challenging than ever. Here are some things to consider, and how you can address them to bring in more loans.

ARTICLE

Future proofing

Future proofing

How can you be prepared for the next…something? Here are actionable strategies to help ensure your institution is ready for what comes next.

How can you be prepared for the next…something? Here are actionable strategies to help ensure your institution is ready for what comes next.

QUIZ

Ask the Magic 8-Ball

Ask the Magic 8-Ball

No one can see the future, but some things are pretty clear about what’s coming next. Ask the Magic 8-Ball what community financial institutions can expect.

No one can see the future, but some things are pretty clear about what’s coming next. Ask the Magic 8-Ball what community financial institutions can expect.

PODCAST

Operations in COVID

Operations in COVID

Managing your operations during a pandemic might feel overwhelming. But what if you viewed this as a chance to focus on what matters most?

Managing your operations during a pandemic might feel overwhelming. But what if you viewed this as a chance to focus on what matters most?

ARTICLE

Don't stop marketin'

Don't stop marketin'

These days, it might feel like the time to slow down, or wait things out. But that instinct couldn’t be further from the truth. Here’s why…and what you should do.

These days, it might feel like the time to slow down, or wait things out. But that instinct couldn’t be further from the truth. Here’s why…and what you should do.

BLOG

Non-interest income ...

Non-interest income no...

Now more than ever, it's important to add more non-interest income to your revenue strategy. Consumers hate fees, but there's another way -- value-added services could be an easy solution.

Now more than ever, it's important to add more non-interest income to your revenue strategy. Consumers hate fees, but there's another way -- value-added services coul...

QUIZ

Is your site convert...

Is your site convertin...

With in-branch traffic down, your website is quite literally the face of your financial institution. Does it motivate consumers to bank with you? Here are questions to ask yourself.

With in-branch traffic down, your website is quite literally the face of your financial institution. Does it motivate consumers to bank with you? Here are questions t...

BLOG

Online account openi...

Online account opening

Consumers expect everything online now, and they expect their financial institution to keep up. Do you have the technology in place to turn consumers into account holders?

Consumers expect everything online now, and they expect their financial institution to keep up. Do you have the technology in place to turn consumers into account hol...

DISCOVER THE ROUNDTABLE

Share. Listen. Learn.
Engage with community bankers like you.

In our new digital roundtable series, we are bringing together leaders from banks and credit unions across the country to discuss the biggest challenges facing our industry today. Take an hour to join us!


Want to be part of a future roundtable?

Sign up here
DISCOVER THE ROUNDTABLE

Episode 3: Community Rising

As community banks and credit unions continue to rise up together to Take Back Banking™, we need resources to help better take on the megabanks, neo banks, and non-bank behemoths like Apple and Amazon. They may have the limitless budgets...but we have each other. We can work together to build something bigger than the sum of its parts. To learn from each other, equipping ourselves with knowledge and tools to stand up and keep banking local. In that spirit, here are some inspiration, ideas, and strategies you can use to Take Back Banking.

INFOGRAPHIC

Generations explained

Generations explaine...

Confused by consumers? It’s time to even the playing field. Find out who they are — and what they want — with these generation trading cards.

Confused by consumers? It’s time to even the playing field. Find out who they are — and what they want — with these generation trading cards.

PODCAST

Strategic planning

Strategic planning

Planning a better future starts with learning from the past. Hear what community banks and credit unions faced last year — and strategies for what's next.

Planning a better future starts with learning from the past. Hear what community banks and credit unions faced last year — and strategies for what's next.

ARTICLE

Leveraging a nationa...

Leveraging a national ...

Amplify your reach. Partnering with a national brand and fellow community institutions is the way to take back market share. See other industries that have done it.

Amplify your reach. Partnering with a national brand and fellow community institutions is the way to take back market share. See other industries that have done it.

BLOG

Marketing automation...

Marketing automation f...

The big banks might have more resources, but with automated marketing, you’ll have 24/7, multi-channel programs working overtime for you.

The big banks might have more resources, but with automated marketing, you’ll have 24/7, multi-channel programs working overtime for you.

BLOG

Tools every institut...

Tools every institutio...

Winning the war against the megas and neos starts with having the right weapons — and allies. Check out these resources to help you learn, connect, and Take Back Banking.

Winning the war against the megas and neos starts with having the right weapons — and allies. Check out these resources to help you learn, connect, and Take Back Bank...

BLOG

Why customer segment...

Why customer segmentat...

Group like consumers in your market (and find the right ones to target) with our how-to on customer segmentation models.

Group like consumers in your market (and find the right ones to target) with our how-to on customer segmentation models.

PODCAST

What's coopetition?

What's coopetition?

When local institutions unite, everyone wins. Hear a real story of community financial institutions who worked together to win market share.

When local institutions unite, everyone wins. Hear a real story of community financial institutions who worked together to win market share.

PODCAST

Data strategy

Data strategy

With limited internal resources, leveraging consumer data can get messy. Listen to a discussion on ways to manage data and how technology vendor partnerships can help.

With limited internal resources, leveraging consumer data can get messy. Listen to a discussion on ways to manage data and how technology vendor partnerships can help...

INFOGRAPHIC

Peer insights

Peer insights

Step into the minds of your peers. We've got insights and actionable advice gleaned from discussions with community financial institutions all over the country.

Step into the minds of your peers. We've got insights and actionable advice gleaned from discussions with community financial institutions all over the country.

ARTICLE

Blog roundup: Data

Blog roundup: Data

Big data is only getting bigger, but that doesn't mean you have to get left behind. There are steps you can take today to brush up your data game.

Big data is only getting bigger, but that doesn't mean you have to get left behind. There are steps you can take today to brush up your data game.

BLOG

Tactics for social

Tactics for social

Haven’t updated your social media strategy since the days of Myspace? Here’s what’s changed and how you can keep up in 2020.

Haven’t updated your social media strategy since the days of Myspace? Here’s what’s changed and how you can keep up in 2020.

ARTICLE

Stabilizing your balance sheet

Stabilizing your bal...

Keep both sides of your balance sheet healthy with winning strategies to drive more profitable deposits and offer loans consumers actually want.

Keep both sides of your balance sheet healthy with winning strategies to drive more profitable deposits and offer loans consumers actually want.

DISCOVER THE ROUNDTABLE

Share. Listen. Learn.
Engage with community bankers like you.

In our new digital roundtable series, we are bringing together leaders from banks and credit unions across the country to discuss the biggest challenges facing our industry today. Take an hour to join us!


Want to be part of a future roundtable?

Sign up here
DISCOVER THE ROUNDTABLE

Episode 2: How you can Take Back Banking

Are you ready to Take Back Banking? This episode of the Kasasa Exchange was created to provide real, actionable ways for community financial institutions (CFIs) to compete with megabanks, neobanks, non-banks, and fintech startups trying to snap up the people in your community. We used research and internal experience and expertise to provide the tools to help you succeed. Read more about the Kasasa Exchange.

BLOG

Brand loyalty

Brand loyalty

Want to build a better relationship with your account holders? Here’s a hint: It goes beyond one interaction or great reward.

Want to build a better relationship with your account holders? Here’s a hint: It goes beyond one interaction or great reward.

BLOG

Owning your data

Owning your data

You’re sitting on a mountain of data. Use it. Here’s why harnessing your data now will pay dividends in the future.

You’re sitting on a mountain of data. Use it. Here’s why harnessing your data now will pay dividends in the future.

PODCAST

Why training matters

Why training matters

A better retail experience isn't a mystery, although you might want to use some Mystery Shop phone calls to get the process started. We sit down with two of Kasasa's Retail Experience Managers to take a closer look at what most consumers experience when they call a community bank or credit union.

A better retail experience isn't a mystery, although you might want to use some Mystery Shop phone calls to get the process started. We sit down with two of Kasasa's Retail...

INFOGRAPHIC

Digital marketing pu...

Digital marketing puzz...

It’s a digital world. But being on your digital marketing game means more than having a good website. See all the pieces you need to solve the puzzle.

It’s a digital world. But being on your digital marketing game means more than having a good website. See all the pieces you need to solve the puzzle.

BLOG

Hometown hero

Hometown hero

Through a strong commitment to community, one business owner turned “local” into a legacy. See how — and get some ideas for ways you can follow suit.

Through a strong commitment to community, one business owner turned “local” into a legacy. See how — and get some ideas for ways you can follow suit.

PODCAST

Competitive repricin...

Competitive repricing

Hear expert advice on how you can remain profitable while repricing deposits.

Hear expert advice on how you can remain profitable while repricing deposits.

INFOGRAPHIC

A foolproof rate plan

A foolproof rate pla...

Stress less about the Fed. Check out a strategy for success that works in any rate environment.

Stress less about the Fed. Check out a strategy for success that works in any rate environment.

QUIZ

What borrowers want

What borrowers want

Do you know today’s borrowers? Take our quiz to see if you have what consumers are looking for in a loan.

Do you know today’s borrowers? Take our quiz to see if you have what consumers are looking for in a loan.

BLOG

How to offer 4% prof...

How to offer 4% profit...

Want to learn how to make a profit off of high-interest checking? It’s easier than it sounds.

Want to learn how to make a profit off of high-interest checking? It’s easier than it sounds.

ARTICLE

9 rewards programs

9 rewards programs

See how companies in other industries are using rewards programs to build loyalty.

See how companies in other industries are using rewards programs to build loyalty.

VIDEO

Website best practic...

Website best practices

A successful website should capture leads and convert. Learn how to make the most of your institution’s website.

A successful website should capture leads and convert. Learn how to make the most of your institution’s website.

PODCAST

Why marketing attrib...

Why marketing attribut...

Discover how better marketing attribution can transform your marketing strategy and put a smile on the face of your CEO.

Discover how better marketing attribution can transform your marketing strategy and put a smile on the face of your CEO.

QUIZ

Marketing assessment

Marketing assessment

Time to see where you really rank! Take the quiz to find out if you’re a marketing novice or master. No matter what, you’ll find helpful tips to improve.

Time to see where you really rank! Take the quiz to find out if you’re a marketing novice or master. No matter what, you’ll find helpful tips to improve.

VIDEO

Local presence still...

Local presence still c...

In an increasingly digital world, face-to-face still matters. Our CMO Keith Brannan reminds us why being local and showing up at community events still makes a difference.

In an increasingly digital world, face-to-face still matters. Our CMO Keith Brannan reminds us why being local and showing up at community events still makes a differ...

BLOG

Bonuses vs. rewards

Bonuses vs. rewards

Sign-up bonuses and rewards programs are two popular incentives to make account holders switch — but which is more effective?

Sign-up bonuses and rewards programs are two popular incentives to make account holders switch — but which is more effective?

SLIDESHARE

Community support ma...

Community support make...

Make an impression that lasts. Connecting to people in your area — and responding quickly to help them in a time of need — is one more way to set your institution apart.

Make an impression that lasts. Connecting to people in your area — and responding quickly to help them in a time of need — is one more way to set your institution apa...

INFOGRAPHIC

Stand out in your ar...

Stand out in your area

The road to good marketing is paved in multi-channel programs. Learn how to maximize their effectiveness for your specific market.

The road to good marketing is paved in multi-channel programs. Learn how to maximize their effectiveness for your specific market.

VIDEO

Be the hero

Be the hero

It's time for community bankers to stand up to the megabanks and other competitiors trying to siphon up local funds. Rise up and fight back!

It's time for community bankers to stand up to the megabanks and other competitiors trying to siphon up local funds. Rise up and fight back!

WEBSITE

Community banking is in jeopardy!

Community banking is...

partnership-to-save-greenACT NOW!

The FDIC proposed a new rule that could devastate community banks.

 

partnership-to-save-greenACT NOW!

The FDIC proposed a new rule that c...

DISCOVER THE ROUNDTABLE

Share. Listen. Learn.
Engage with community bankers like you.

In our new digital roundtable series, we are bringing together leaders from banks and credit unions across the country to discuss the biggest challenges facing our industry today. Take an hour to join us!


Want to be part of a future roundtable?

Sign up here
DISCOVER THE ROUNDTABLE

Episode 1: It's Time to Take Back Banking.

Welcome to the new Kasasa Exchange, created to help community financial institutions (CFIs) take back their fair share of the market and keep banking local. Everything here has been created with community banks and credit unions in mind — and we’re sharing it with no strings attached. We hope that you will use it to help you Take Back Banking! Read more about the Kasasa Exchange.

INFOGRAPHIC

"Local" has limits

"Local" has limits

Banking local is a great idea; so why aren’t more people doing it?

Banking local is a great idea; so why aren’t more people doing it?

PODCAST

Marketing ideas from...

Marketing ideas from o...

Get inspired by great ideas… and learn from not-so-great ones.

Get inspired by great ideas… and learn from not-so-great ones.

VIDEO

Shopping mega-loans

Shopping mega-loans

See how the megabank’s loans compare to the only loan with Take-Backs™.

See how the megabank’s loans compare to the only loan with Take-Backs™.

INFOGRAPHIC

Should you raise rates...

Should you raise rat...

Get strategies for success and being ready for anything, no matter what the rate environment does.

Get strategies for success and being ready for anything, no matter what the rate environment does.

PODCAST

Time to rise up

Time to rise up

Why Take Back Banking? Hear what consumers think about you, the megas, and more — and what you can do about it.

Why Take Back Banking? Hear what consumers think about you, the megas, and more — and what you can do about it.

VIDEO

The city of megabusi...

The city of megabusine...

Learn what the world would be like if every business operated like a megabank.

Learn what the world would be like if every business operated like a megabank.

INFOGRAPHIC

Consumer apathy

Consumer apathy

We asked consumers the same questions about community institutions as we did two years ago. Here’s how’re they’re feeling today.

We asked consumers the same questions about community institutions as we did two years ago. Here’s how’re they’re feeling today.

PODCAST

Nice to meet you

Nice to meet you

Get a sneak peek of the interviews, experts, and other great insights you can expect to hear on our new podcast.

Get a sneak peek of the interviews, experts, and other great insights you can expect to hear on our new podcast.

QUIZ

Got borrower brains?

Got borrower brains?

To take back the lending market, we must understand what borrowers are looking for today. Test your knowledge.

To take back the lending market, we must understand what borrowers are looking for today. Test your knowledge.

INFOGRAPHIC

Who do consumers tru...

Who do consumers trust...

People have lost trust in the megas and may be looking at community institutions in a new light. Let us break it down for you.

People have lost trust in the megas and may be looking at community institutions in a new light. Let us break it down for you.

BLOG

The looming generati...

The looming generation...

Are you prepared for the looming generation crisis and what that means?

Are you prepared for the looming generation crisis and what that means?

QUIZ

Do you know consumer...

Do you know consumers?

Times have changed, and so have consumers. This fun quiz will help you see how they feel about banking, and what you can do about it.

Times have changed, and so have consumers. This fun quiz will help you see how they feel about banking, and what you can do about it.

ARTICLE

Best practices for b...

Best practices for ban...

Hear from one bank that’s getting results, and see how you can duplicate it.

Hear from one bank that’s getting results, and see how you can duplicate it.

ARTICLE

Best practices for c...

Best practices for cre...

Get actionable intelligence from a high performing credit union.

Get actionable intelligence from a high performing credit union.

VIDEO

Does megabank checki...

Does megabank checking...

What does mega-free checking look like these days? (It’s not pretty.)

What does mega-free checking look like these days? (It’s not pretty.)

BLOG

An open letter to al...

An open letter to all ...

Kasasa CEO Gabe Krajicek on why we believe consumers should Take Back Banking too.

Kasasa CEO Gabe Krajicek on why we believe consumers should Take Back Banking too.

VIDEO

Be the hero and take back banking

Be the hero and take b...

You do make a difference! Now more than ever, we need community bankers like you to rise to the challenge.

You do make a difference! Now more than ever, we need community bankers like you to rise to the challenge.

PODCAST

Volatile rates

Volatile rates

You can thrive no matter what the Fed does. Here’s how.

You can thrive no matter what the Fed does. Here’s how.

BLOG

Wells Fargo quietly ...

Wells Fargo quietly te...

With megabanks testing 2% interest, we might have some stiff competition soon...

With megabanks testing 2% interest, we might have some stiff competition soon...

PODCAST

Creating good retail...

Creating good retail e...

What do consumers expect these days, and how can we make sure we give it to them?

What do consumers expect these days, and how can we make sure we give it to them?

ARTICLE

Consumer research summary

Consumer research su...

What do consumers really think about financial institutions? Get insights into Americans’ attitudes about their banking options in this research executive summary.

What do consumers really think about financial institutions? Get insights into Americans’ attitudes about their banking options in this research executive summary.

DISCOVER THE ROUNDTABLE

Share. Listen. Learn.
Engage with community bankers like you.

In our new digital roundtable series, we are bringing together leaders from banks and credit unions across the country to discuss the biggest challenges facing our industry today. Take an hour to join us!


Want to be part of a future roundtable?

Sign up here
DISCOVER THE ROUNDTABLE